World Gold Trust
GLDM- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001618181
No open-market purchases or sales by World Gold Trust insiders were filed in the last 90 days; 922 institutions reported holding it in 13F filings for Q2 2026, worth $14.3B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in World Gold Trust as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 345
- +16 vs. Q2 2023
- Shares held
- 95.9M
- −11.6M (−10.8%) vs. Q2 2023
- Total value
- $3.52B
- −$580.3M (−14.2%) vs. Q2 2023
- New holders
- 52
- 130 more added
- Sold out
- 36
- 101 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 922 | $14.3B |
| Q1 2026 | 913 | $15.1B |
| Q4 2025 | 877 | $13.9B |
| Q3 2025 | 754 | $11.7B |
| Q2 2025 | 702 | $9.15B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.84B |
| Q3 2024 | 465 | $5.94B |
| Q2 2024 | 406 | $4.20B |
| Q1 2024 | 375 | $4.28B |
| Q4 2023 | 374 | $3.83B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.82B |
| Q4 2022 | 275 | $3.19B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.09B |
| Q1 2022 | 240 | $2.49B |
| Q4 2021 | 258 | $2.84B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.80B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 7,366 | $270.0K | 0.00% | +7,366 | New |
| Capital Analysts, LLC | 7,382 | $271.0K | 0.02% | +395+5.7% | Added |
| First Heartland Consultants, Inc. | 7,642 | $280.0K | 0.04% | −616−7.5% | Reduced |
| Appleton Partners Inc | 7,840 | $287.0K | 0.03% | +20+0.3% | Added |
| Smith Anglin Financial, LLC | 7,921 | $290.4K | 0.04% | +1,491+23.2% | Added |
| CI Private Wealth, LLC | 7,970 | $292.2K | 0.00% | +7,970 | New |
| Mutual Advisors, LLC | 8,038 | $294.7K | 0.01% | −191−2.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,428 | $309.0K | 0.15% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,630 | $316.4K | 0.00% | +34+0.4% | Added |
| Independent Advisor Alliance | 8,683 | $318.3K | 0.01% | +439+5.3% | Added |
| Derbend Asset Management | 8,687 | $318.5K | 0.22% | 00.0% | Unchanged |
| DFPG Investments, LLC | 8,425 | $327.1K | 0.03% | −3,409−28.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,041 | $331.4K | 0.18% | +756+9.1% | Added |
| Aptus Capital Advisors, LLC | 9,183 | $336.6K | 0.01% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 9,206 | $337.5K | 0.11% | +9,206 | New |
| US Bancorp | 9,434 | $345.9K | 0.00% | −3,145−25.0% | Reduced |
| Segment Wealth Management, LLC | 9,500 | $348.3K | 0.04% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 9,515 | $348.8K | 0.15% | −25,335−72.7% | Reduced |
| Pecaut & Co. | 10,355 | $379.6K | 0.16% | 00.0% | Unchanged |
| Betterment LLC | 10,494 | $385.0K | 0.00% | −1,183−10.1% | Reduced |
| Pathstone Family Office, LLC | 10,750 | $394.1K | 0.00% | +10,750 | New |
| Perigon Wealth Management, LLC | 10,859 | $398.1K | 0.02% | +3,509+47.7% | Added |
| The PNC Financial Services Group, Inc. | 11,200 | $410.6K | 0.00% | +450+4.2% | Added |
| Valmark Advisers, Inc. | 11,394 | $417.7K | 0.01% | +11,394 | New |
| Great Lakes Retirement, Inc. | 11,532 | $422.8K | 0.08% | −703−5.7% | Reduced |
| Financial Enhancement Group LLC | 11,185 | $425.7K | 0.08% | +118+1.1% | Added |
| Weil Company, Inc. | 11,943 | $437.8K | 0.22% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 11,944 | $437.9K | 0.02% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,000 | $439.9K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 12,007 | $440.2K | 0.01% | −3,355−21.8% | Reduced |
| Washington Trust Co | 12,108 | $443.9K | 0.02% | +1,500+14.1% | Added |
| WCG Wealth Advisors LLC | 11,301 | $450.0K | 0.03% | −4,390−28.0% | Reduced |
| Destiny Capital Securities Corporation | 12,310 | $451.3K | 0.37% | +12,310 | New |
| Auour Investments LLC | 12,178 | $451.3K | 0.19% | +3,979+48.5% | Added |
| Nwam LLC | 12,419 | $455.3K | 0.05% | +1,172+10.4% | Added |
| Michael B. Yongue | 12,748 | $467.3K | 0.46% | +12,748 | New |
| Mitchell McLeod Pugh & Williams Inc | 12,849 | $471.0K | 0.14% | −77−0.6% | Reduced |
| HRT Financial LP | 12,881 | $472.0K | 0.00% | +6,989+118.6% | Added |
| Procyon Private Wealth Partners, LLC | 13,476 | $494.0K | 0.05% | +445+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 13,513 | $495.4K | 0.00% | −6,659−33.0% | Reduced |
| FirstPurpose Wealth LLC | 13,538 | $496.3K | 0.21% | −2,670−16.5% | Reduced |
| Cetera Advisors LLC | 14,181 | $519.9K | 0.01% | −643−4.3% | Reduced |
| Pathway Financial Advisors LLC | 14,409 | $528.2K | 0.18% | 00.0% | Unchanged |
| Central Trust Co | 14,931 | $547.4K | 0.02% | −1,275−7.9% | Reduced |
| Brown Advisory Inc | 15,659 | $574.1K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 15,773 | $578.2K | 0.03% | +15,773 | New |
| Intrua Financial, LLC | 16,078 | $589.4K | 0.11% | −10,263−39.0% | Reduced |
| Lam Group, Inc. | 16,530 | $606.0K | 0.60% | +5,880+55.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 17,108 | $627.2K | 0.13% | +635+3.9% | Added |
| Advocacy Wealth Management Services, LLC | 17,465 | $640.3K | 0.07% | +17,465 | New |
| Continuum Advisory, LLC | 19,037 | $697.9K | 0.11% | −1,477−7.2% | Reduced |
| Sargent Investment Group, LLC | 19,081 | $699.5K | 0.17% | 00.0% | Unchanged |
| Caldwell Trust Co | 19,132 | $701.4K | 0.10% | +4,885+34.3% | Added |
| Requisite Capital Management, LLC | 38,287 | $725.2K | 0.18% | +38,287 | New |
| Total Investment Management Inc | 19,899 | $729.5K | 0.10% | −70−0.4% | Reduced |
| Stansberry Asset Management, LLC | 20,294 | $744.0K | 0.13% | +5,933+41.3% | Added |
| Diligent Investors, LLC | 20,488 | $751.1K | 0.23% | −350−1.7% | Reduced |
| Acorn Wealth Advisors, LLC | 20,494 | $751.3K | 0.50% | −1,597−7.2% | Reduced |
| Bridgewater Advisors Inc. | 21,565 | $790.6K | 0.13% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 22,122 | $811.0K | 0.60% | +372+1.7% | Added |
| Lloyd Advisory Services, LLC. | 22,316 | $818.1K | 0.27% | +22,316 | New |
| Norden Group LLC | 22,316 | $818.1K | 0.27% | +22,316 | New |
| CIBC Private Wealth Group, LLC | 22,419 | $821.9K | 0.00% | +67+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 22,490 | $824.5K | 0.01% | +4,019+21.8% | Added |
| Kendall Capital Management | 22,928 | $841.0K | 0.37% | +792+3.6% | Added |
| Carret Asset Management, LLC | 23,673 | $867.9K | 0.12% | −572−2.4% | Reduced |
| Brown Miller Wealth Management, LLC | 24,653 | $903.8K | 0.50% | +7,823+46.5% | Added |
| Leading Edge Financial Planning LLC | 24,897 | $912.7K | 0.58% | +2,132+9.4% | Added |
| Whittier Trust Co of Nevada Inc | 25,500 | $934.6K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 25,760 | $944.4K | 0.04% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 27,580 | $1.01M | 0.02% | +75+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 27,829 | $1.02M | 0.28% | +27,829 | New |
| JPMorgan Chase & Co | 28,427 | $1.04M | 0.00% | +7,683+37.0% | Added |
| Valicenti Advisory Services Inc | 28,672 | $1.05M | 0.36% | +2,213+8.4% | Added |
| Forbes J M & Co LLP | 28,711 | $1.05M | 0.14% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 29,986 | $1.10M | 0.31% | +2,280+8.2% | Added |
| SWMG, LLC | 30,169 | $1.11M | 0.58% | +1,681+5.9% | Added |
| Gradient Capital Advisors, LLC | 30,878 | $1.13M | 0.47% | −1,116−3.5% | Reduced |
| Change Path, LLC | 31,333 | $1.15M | 0.08% | −27,017−46.3% | Reduced |
| Essex Financial Services, Inc. | 32,572 | $1.19M | 0.14% | −381−1.2% | Reduced |
| Comerica Bank | 32,741 | $1.20M | 0.01% | +32,741 | New |
| Merit Financial Group, LLC | 33,663 | $1.23M | 0.04% | −505−1.5% | Reduced |
| Petix & Botte Co | 38,710 | $1.42M | 0.45% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 38,964 | $1.43M | 0.03% | −576−1.5% | Reduced |
| Atria Investments LLC | 39,359 | $1.44M | 0.03% | +3,890+11.0% | Added |
| Beacon Pointe Advisors, LLC | 39,486 | $1.45M | 0.02% | +39,486 | New |
| WFA of San Diego, LLC | 39,702 | $1.46M | 1.51% | −2,172−5.2% | Reduced |
| Scotia Capital Inc. | 40,812 | $1.50M | 0.01% | −6,301−13.4% | Reduced |
| Green Harvest Asset Management LLC | 42,368 | $1.55M | 0.06% | +793+1.9% | Added |
| Alliance Wealth Advisors, LLC | 44,595 | $1.63M | 0.61% | −11,924−21.1% | Reduced |
| Lincoln National Corp | 46,372 | $1.70M | 0.03% | −925−2.0% | Reduced |
| Nomura Asset Management Co Ltd | 46,600 | $1.71M | 0.01% | +46,600 | New |
| Copperwynd Financial, LLC | 47,643 | $1.75M | 0.82% | +3,693+8.4% | Added |
| Visionary Wealth Advisors | 48,754 | $1.79M | 0.14% | +3,330+7.3% | Added |
| Capstone Wealth Management Group, LLC | 50,491 | $1.85M | 1.92% | +4,072+8.8% | Added |
| Walkner Condon Financial Advisors LLC | 50,806 | $1.86M | 0.49% | +1,659+3.4% | Added |
| Mills Wealth Advisors LLC | 50,957 | $1.87M | 1.50% | +296+0.6% | Added |
| One Charles Private Wealth Services, LLC | 52,396 | $1.92M | 1.12% | +4,000+8.3% | Added |
| Janney Montgomery Scott LLC | 53,576 | $1.96M | 0.01% | +53,576 | New |
| Creative Planning | 54,468 | $2.00M | 0.00% | +23,481+75.8% | Added |